Settings and activity

103 results found

1. Reporting for multiple objects at once

   13 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jan 23, 2025

2. Custom Reports: Opportunity Tasks & Notes

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jan 23, 2025

3. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

4. Ability to edit Profile Fund Link categories versus deleting and relinking

   39 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

5. Change Log back to detail it used to provide

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

6. Campaign Enhancements

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

7. default text in content

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

8. Reports: Freeze the column headers

   48 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

9. birthday - option to not include year

   107 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

10. Opportunity bulk import improvement

    35 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Dec 12, 2024

11. Login As --Removes user's existing login

    169 votes

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    Proposed Idea  ·  28 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Dec 12, 2024

12. Allow for multiple advisors on an account to be notified when requesting balance swaps

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Oct 22, 2024

13. customizable text for tribute fields in Giving Hub

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Oct 8, 2024

14. Show who is notified in online tribute dropdown

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Oct 8, 2024

15. Tributes sent - should be in the logs for the profile receiving the notification

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Oct 8, 2024

16. Indicate fund balance has been reduced by pending grants on the fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Aug 8, 2024

17. Add ability to view grants in a tab on the fund page

    15 votes

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    4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

    Lynn Oltmanns supported this idea  ·  Aug 8, 2024

18. Print Universal Application questions by opportunities

    •  

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lynn Oltmanns supported this idea  ·  Jul 11, 2024

19. UA Opportunity Printing

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 11, 2024

20. Default Grant Sort

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024